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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,423 | $160,059+70.2% | $140,019+94.6% | $135,380+101.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.62% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $22,150 | $6,420+245.0% | $5,605+295.2% | $4,779+363.5% |
| Participant deferral / active EE | $9,733 | $7,641+27.4% | $6,927+40.5% | $5,609+73.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |